DTE Energy 2Q: Coal Exit by 2032 Means New Gas Plant and M-U Demand

DTE Energy reported second quarter 2026 results yesterday, and before we dig in, one piece of housekeeping. DTE used to be an M-U player in a big way — it owned gathering systems in the Marcellus and Utica plus half of the NEXUS pipeline. That business walked out the door on July 1, 2021, when DTE spun it off as DT Midstream (see DT Midstream Plans to Expand Organically, Decarbonize). So when you see "DTE" attached to Appalachian midstream news, that's DTM, not DTE. What's left at DTE Energy is a Michigan utility: DTE Electric (2.3 million customers in southeast Michigan) and DTE Gas (1.4 million customers statewide), plus a non-utility arm called DTE Vantage that does renewable natural gas (RNG) and custom energy projects. So why should MDN readers care? Two words: demand and pipe.

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